Kingswood Wealth Advisors, LLC Portfolio Holdings

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

Kingswood Wealth Advisors, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.4 Trillion distributed in 671 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $78.2B, Nvidia Corp with a value of $55.5B, Microsoft Corp with a value of $52B, Amazon Com Inc with a value of $31.5B, and Spdr S&P 500 ETF Trust with a value of $21.2B.

Examining the 13F form we can see an increase of $292B in the current position value, from $1.11T to 1.4T.

Kingswood Wealth Advisors, LLC is based out at San Diego, CA

Below you can find more details about Kingswood Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.4 Trillion
ETFs: $443 Billion
Technology: $294 Billion
Financial Services: $103 Billion
Healthcare: $101 Billion
Industrials: $94.8 Billion
Consumer Cyclical: $76.9 Billion
Communication Services: $68.3 Billion
Consumer Defensive: $49.1 Billion
Other: $127 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.68T
$78.2 Billion 5.57% of portfolio
336,881
Q3 2024 Added 12.37%
$364B
$55.5 Billion 3.96% of portfolio
456,730
Q3 2024 Reduced 6.41%
$3.1T
$52 Billion 3.71% of portfolio
120,980
Q3 2024 Added 13.81%
$2.07T
$31.5 Billion 2.25% of portfolio
169,205
Q3 2024 Added 21.03%
$0
$21.2 Billion 1.52% of portfolio
37,076
Q3 2024 Reduced 37.81%
$0
$19.8 Billion 1.41% of portfolio
40,575
Q3 2024 Added 38.62%
$1.26T
$18.6 Billion 1.33% of portfolio
32,519
Q3 2024 Reduced 2.51%
$1.08T
$15.7 Billion 1.12% of portfolio
93,836
Q3 2024 Added 22.21%
$51.5B
$15 Billion 1.07% of portfolio
296,762
Q3 2024 Added 0.5%
$11.1B
$14.4 Billion 1.03% of portfolio
108,071
Q3 2024 New
$0
$14.2 Billion 1.01% of portfolio
136,132
Q3 2024 Added 160.15%
$1.06T
$13.8 Billion 0.98% of portfolio
83,015
Q3 2024 Added 8.41%
$66.1B
$13.2 Billion 0.94% of portfolio
76,758
Q3 2024 Added 809.89%
$0
$12.9 Billion 0.92% of portfolio
22,351
Q3 2024 Added 10.86%
$716B
$13 Billion 0.92% of portfolio
14,630
Q3 2024 Added 6.02%
$706B
$12.5 Billion 0.89% of portfolio
59,360
Q3 2024 Added 30.75%
$610B
$11.2 Billion 0.8% of portfolio
24,446
Q3 2024 Added 21.62%
$0
$11.2 Billion 0.8% of portfolio
619,195
Q3 2024 Added 1,990.32%
$0
$9.95 Billion 0.71% of portfolio
18,854
Q3 2024 Added 124.45%
$151B
$9.58 Billion 0.68% of portfolio
113,331
Q3 2024 Added 7.16%
$0
$9.48 Billion 0.68% of portfolio
16,159
Q3 2024 Added 536.18%
$201B
$9.13 Billion 0.65% of portfolio
23,339
Q3 2024 Added 18.36%
$1.08T
$8.85 Billion 0.63% of portfolio
33,847
Q3 2024 Reduced 18.17%
$501B
$8.6 Billion 0.61% of portfolio
73,439
Q3 2024 Added 35.13%
$503B
$8.37 Billion 0.6% of portfolio
30,424
Q3 2024 Added 10.53%
$0
$8.18 Billion 0.58% of portfolio
96,754
Q3 2024 Added 407.82%
$0
$7.61 Billion 0.54% of portfolio
43,601
Q3 2024 Added 1,163.06%
$4.43B
$7.49 Billion 0.53% of portfolio
44,400
Q3 2024 Added 802.99%
$411B
$7.25 Billion 0.52% of portfolio
8,177
Q3 2024 Added 1.7%
$297B
$7.32 Billion 0.52% of portfolio
37,072
Q3 2024 Added 66.35%
$409B
$7.05 Billion 0.5% of portfolio
17,407
Q3 2024 Added 18.81%
$405B
$7.07 Billion 0.5% of portfolio
40,813
Q3 2024 Added 61.03%
$247B
$6.92 Billion 0.49% of portfolio
60,906
Q3 2024 Added 22.05%
$393B
$6.63 Billion 0.47% of portfolio
9,347
Q3 2024 Reduced 5.57%
$177B
$6.56 Billion 0.47% of portfolio
31,763
Q3 2024 Reduced 2.41%
$237B
$6.64 Billion 0.47% of portfolio
82,311
Q3 2024 Added 37.63%
$0
$6.47 Billion 0.46% of portfolio
108,718
Q3 2024 Added 34.4%
2 X Bitcoin Strategy ETF
-
$6.32 Billion 0.45% of portfolio
-
Q3 2024 Added 33.42%
$144B
$6.28 Billion 0.45% of portfolio
18,953
Q3 2024 Added 106.84%
$0
$6.25 Billion 0.45% of portfolio
68,966
Q3 2024 Added 60.89%
$0
$6.37 Billion 0.45% of portfolio
136,288
Q3 2024 New
$272B
$6.19 Billion 0.44% of portfolio
86,105
Q3 2024 Added 98.53%
$194B
$6.03 Billion 0.43% of portfolio
31,975
Q3 2024 Reduced 14.83%
$175B
$6.09 Billion 0.43% of portfolio
50,270
Q3 2024 Added 1.5%
$400B
$5.89 Billion 0.42% of portfolio
36,378
Q3 2024 Added 23.08%
Fidelity Wise Origin
-
$5.88 Billion 0.42% of portfolio
-
Q3 2024 Added 5.01%
$88.7B
$5.93 Billion 0.42% of portfolio
9,393
Q3 2024 Reduced 1.03%
$140B
$5.69 Billion 0.41% of portfolio
9,733
Q3 2024 Added 3.11%
$316B
$5.76 Billion 0.41% of portfolio
39,137
Q3 2024 Added 47.76%

Summary

  • Portfolio
  • No. of Stocks 671
  • Current Value $1.4 Trillion
  • Prior Value $1.11 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 123 stocks
  • Additional Purchases 320 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 201 stocks
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